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Member service representative skills for your resume and career

Updated January 8, 2025

4 min read

Member service representative example skills

Below we've compiled a list of the most critical member service representative skills. We ranked the top skills for member service representatives based on the percentage of resumes they appeared on. For example, 28.6% of member service representative resumes contained front desk as a skill. Continue reading to find out what skills a member service representative needs to be successful in the workplace.

15 member service representative skills for your resume and career

1. Front Desk

Here's how member service representatives use front desk:

Responsibilities*Managed front desk, processed memberships and payments*Coordinate fitness and class schedules
Provided front desk support to members and facility administrators.

2. Cleanliness

Here's how member service representatives use cleanliness:

Maintain facility cleanliness during shift.
Assist other departments when necessary* Assure proper maintenance, cleanliness, and security of work area, desk, equipment etc.

3. Punctuality

Here's how member service representatives use punctuality:

Adhere to designated work schedules by monitoring strong attendance/punctuality records as required by corporate employee policies.

4. Loan Payments

Here's how member service representatives use loan payments:

Performed deposits, loan payments, and transfers accurately using three-times-transaction verification to ensure transactions were completely correct.
Perform mathematical calculations pertaining to consumer loan payments, and offered services.

5. Member Service

Member Sеrvісе іѕ rеѕроnѕіblе for assisting, receiving, and rеѕроndіng to іnԛuіrіеѕ, concerns, rеԛuеѕtѕ, аnd complaints from members аnd prospective members іn order tо undеrѕtаnd contractor policies аnd рrосеdurеѕ.

Here's how member service representatives use member service:

Provided outstanding customer service; worked as a Member Service Representative for a prestigious medical insurance company with much success.
Demonstrated flexibility between branches within member service by relocating to locations most need of assistance on a daily basis

6. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how member service representatives use phone calls:

Performed general clerical work including data entry/retrieval of customer account information and fielding telephone calls to correct departments.
Create accurate and timely member documentation concerning all phone calls taken according to departmental operating guidelines.

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7. Computer System

Here's how member service representatives use computer system:

Provided service to members and non-members by accurately and efficiently processing a variety of financial transactions in person using computer systems.
Researched account information while utilizing and navigating through various computer systems and documented all information relayed to customers with accuracy.

8. Strong Customer Service

Here's how member service representatives use strong customer service:

Developed strong customer service skills through constant customer interactions.
Fostered a strong customer service and team-oriented work environment.

9. Work Ethic

Here's how member service representatives use work ethic:

Maintained a strong work ethic and knowledge of current financial products and services.
Possess a positive attitude and strong work ethic.

10. Cross-Sell

Cross-selling is the activity of selling various products or services to a consumer to add the sale value.

Here's how member service representatives use cross-sell:

Analyze member's banking financial needs and effectively cross-sell credit union products and services through referrals to Financial Service Representatives.
Identified cross-sell opportunities and enlightened customers and prospective customers on bank products and services.

11. Billing Issues

Billing issues are the mistakes made by the company resulting in a wrong bill for the customer. An example of a billing issue might be adding what is owed incorrectly or accidentally omitting a service the customer bought. The billing issues are the company's responsibility and are caused by the one who calculates the bill. The customer does not need to pay it, however, the dispute may take some time to resolve.

Here's how member service representatives use billing issues:

Verified eligibility and authorizations; researched and resolved billing issues and credit adjustments.
Completed telephone inquiries from subscribers regarding billing issues on their Medicare Supplement insurance.

12. Cash Handling

Here's how member service representatives use cash handling:

Performed various teller cash handling transactions and disbursement of customer funds in accordance with established policies and procedures.
Promoted Cash Handling/Customer Service Promoted Excellent Telephone Skills Promoted Excellent Computer skills

13. Bank Secrecy Act

Here's how member service representatives use bank secrecy act:

Maintain Bank Secrecy Act compliance procedures for credit union and correspond with the appropriate agencies on a biweekly and monthly basis.
Maintained records in accordance with the Bank Secrecy Act, filing Currency Transaction Reports, Suspicious Activity Reports and Federal Auditing Regulations

14. Loan Applications

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Here's how member service representatives use loan applications:

Account maintenance duties included opening/closing accounts, adding/removing account owners, processing loan applications and disbursements, and debit/credit card requests.
Supported loan officers with office/clerical duties including handling loan application papers, pulling credit reports, and preparing loan-closing documents.

15. Cross-Selling

Here's how member service representatives use cross-selling:

Focused on deepening member relationships through cross-selling products and services, core values and providing legendary service on every interaction.
Promote credit union products and services by recognizing, creating and capitalizing on cross-selling opportunities.

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List of member service representative skills to add to your resume

The most important skills for a member service representative resume and required skills for a member service representative to have include:

Front Desk
Cleanliness
Punctuality
Loan Payments
Member Service
Phone Calls
Computer System
Strong Customer Service
Work Ethic
Cross-Sell
Billing Issues
Cash Handling
Bank Secrecy Act
Loan Applications
Cross-Selling
Inbound Calls
ATM

MSR
Financial Products
Health Insurance
Outbound Calls
Financial Transactions
Financial Services
Debit Cards
Negotiable Instruments
Customer Inquiries
Medicaid
Technical Troubleshooting
Provides Administrative Support
Account Maintenance
Customer Complaints
Member Transactions
Telephone Calls
Member Inquiries

Wire Transfers
Customer Service
Medical Claims
Member Satisfaction
HIPAA
Monetary Transactions
Credit Card Payments
ACH
Health Plan
Notary
Hippa
Credit Unions
Member Issues
Cashier Checks
Consumer Loans

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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